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personal financial services associate
Title posted on Jobillico - Wealth Management Associate
Posted on December 04, 2024 by Employer details National Bank
Job details
<p>A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.</p> <p><strong>Your role: </strong></p> <ul> <li>Assist advisors or private advisors with the administrative tasks related to managing clients' accounts</li> <li>Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.</li> <li>Open and keep client files up to date</li> <li>Be the administrative link between the different operational departments to effectively perform required activities</li> <li>Carry out a variety of administrative tasks related to the team?s business development and financial transactions</li> <li>Help prepare portfolio analyses and/or financial planning</li> <li>Keep up to date on financial markets</li> <li>Ensure adherence to compliance and risk management rules</li> </ul> <p><strong>Your team:</strong></p> <p>To serve distinctive clients in a market with strong potential, you?ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.</p> <p>We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.</p> <p><strong>Prerequisites:</strong></p> <ul> <li>Completed college diploma and two years of relevant experience</li> <li>Office administration studies, an asset</li> <li>Customer service experience</li> <li>Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course</li> <li>Knowledge of Word and Excel</li> <li>Ability to work under pressure</li> <li>Autonomy, initiative and discipline</li> </ul><div><br></div><div><br></div> <strong>Your benefits</strong><div><br></div><div><br></div><div>In addition to competitive compensation, upon hiring you?ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. </div><div><br></div><div>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees? ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.</div><div><br></div><div><br></div><div><strong>We're putting people first</strong></div><div><br></div><div><br></div><div>We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. </div><div><br></div><div>We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with u- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14782622
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